Carolinas Wealth Consulting’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Carolinas Wealth Consulting’s Portfolio EMO Stock Details EMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-230	Closed	-$11.4K	–	268
2025 Q1	$11.4K	Hold	230	–	–	﹤0.01%	519
2024 Q4	$10.7K	Hold	230	–	–	﹤0.01%	536
2024 Q3	$9.71K	Hold	230	–	–	﹤0.01%	562
2024 Q2	$9.48K	Sell	230 -1,694	-88%	-$70.1K	﹤0.01%	564
2024 Q1	$78.1K	Hold	1,924	–	–	0.02%	309
2023 Q4	$67.2K	Hold	1,924	–	–	0.01%	295
2023 Q3	$59.9K	Hold	1,924	–	–	0.01%	290
2023 Q2	$57.5K	Hold	1,924	–	–	0.01%	327
2023 Q1	$54.3K	Hold	1,924	–	–	0.01%	344
2022 Q4	$55K	Hold	1,924	–	–	0.01%	341
2022 Q3	$48K	Hold	1,924	–	–	0.01%	328
2022 Q2	$45K	Hold	1,924	–	–	0.01%	344
2022 Q1	$54K	Hold	1,924	–	–	0.01%	338
2021 Q4	$42K	Hold	1,924	–	–	0.01%	387
2021 Q3	$42K	Hold	1,924	–	–	0.01%	369
2021 Q2	$44K	Hold	1,924	–	–	0.01%	380
2021 Q1	$36K	Hold	1,924	–	–	0.01%	417
2020 Q4	$26K	Hold	1,924	–	–	0.01%	436
2020 Q3	$17K	Buy	+1,924	New	+$21.2K	0.01%	408

Other funds holding EMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolinas Wealth Consulting's EMO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2025, closing a stake of 230 shares — an estimated $11.4K sold.

Carolinas Wealth Consulting first reported a position in EMO in Q3 2020 and held it in 19 quarters. The position peaked at $78.1K in Q1 2024. 105 funds tracked by Wall St. Rank hold EMO as of Q2 2025.

Carolinas Wealth Consulting reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 230 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2025, an estimated $11.4K.
Carolinas Wealth Consulting first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's ClearBridge Energy Midstream Opportunity Fund position peaked at $78.1K in Q1 2024.
105 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.